Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCRDX (Oppenheimer Rising Dividends C) | 5.02% | 17.99% | 15.87% | 6.30% | 9.22% | 8.98% | 7.60% | … | … |
Data as of 06/11/2026, Common starting date is 12/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCRDX (Oppenheimer Rising Dividends C) | 12/30/1993 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.44 | 17.99 | 15.87 | 6.30 | 9.22 | 8.98 | 7.60 | … | … | 5.02 | 16.56 | 18.54 | 16.86 | -18.36 | 8.71 | 10.22 | 28.60 | -7.19 | 15.94 | 4.05 | -1.25 | 10.11 | 26.32 | 11.84 | 1.56 | 12.27 | 17.73 | -31.82 | 11.82 | 14.96 | 4.96 | 11.77 | 25.95 | -19.45 | -8.50 | 12.31 | -0.80 | 8.93 | 25.88 | 18.36 | 27.42 | -6.73 | 0.19 |
| Sharpe Ratio | NA | 1.44 | 0.98 | 0.22 | 0.40 | NA | NA | … | … | 0.67 | 0.84 | 1.36 | 1.13 | -0.86 | 0.44 | 0.27 | 2.08 | -0.54 | 2.34 | 0.25 | -0.08 | 0.81 | 2.30 | 0.90 | 0.07 | 0.73 | 0.74 | -0.86 | 0.56 | 1.17 | 0.27 | 1.08 | 1.57 | -0.88 | -0.72 | 0.41 | -0.26 | 0.34 | 1.85 | 1.29 | 2.29 | -0.91 | NA |
| Standard Deviation(%) | NA | 10.92 | 13.09 | 16.94 | 18.52 | NA | NA | … | … | 12.63 | 16.36 | 10.97 | 11.84 | 23.04 | 19.65 | 36.17 | 13.02 | 16.05 | 6.56 | 15.34 | 15.52 | 12.45 | 11.44 | 13.18 | 23.35 | 16.78 | 23.70 | 38.18 | 15.56 | 9.93 | 10.19 | 9.98 | 16.07 | 23.42 | 15.43 | 19.68 | 15.76 | 15.85 | 11.96 | 11.30 | 10.22 | 10.76 | 0.00 |
| Draw Down(%) | NA | 9.71 | 16.09 | 31.34 | 36.73 | NA | NA | … | … | 9.71 | 16.09 | 7.02 | 10.74 | 22.33 | 15.60 | 36.73 | 5.79 | 20.11 | 2.62 | 11.06 | 12.28 | 9.18 | 5.74 | 11.47 | 18.38 | 14.34 | 23.42 | 42.33 | 10.76 | 8.25 | 6.74 | 6.52 | 15.97 | 31.36 | 19.08 | 16.78 | 18.31 | 19.98 | 6.89 | 8.35 | 9.10 | 15.04 | 0.00 |
| Yield(%) | 0.00 | 10.33 | 11.82 | 6.19 | 7.14 | 7.79 | 6.68 | … | … | 0.00 | 10.74 | 16.28 | 9.48 | 0.00 | 0.00 | 0.19 | 5.05 | 8.56 | 11.21 | 6.27 | 7.15 | 10.16 | 13.71 | 0.86 | 0.70 | 1.16 | 1.82 | 0.97 | 20.38 | 11.34 | 20.75 | 0.23 | 0.00 | 0.00 | 2.09 | 2.48 | 12.32 | 4.50 | 5.56 | 0.10 | 0.46 | 0.68 | 0.27 |
Data as of 06/11/2026, Common starting date is 12/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCRDX (Oppenheimer Rising Dividends C) |
-10.18%
Feb 2006 – Feb 2009 |
-5.32%
Mar 1998 – Mar 2003 |
-0.72%
Feb 1999 – Feb 2009 |
3.61%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCRDX (Oppenheimer Rising Dividends C) |
24.00%
Mar 1995 – Mar 1998 |
17.76%
Feb 2009 – Feb 2014 |
11.78%
Feb 2009 – Feb 2019 |
10.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart